--- title: CloudFiles Reviews meta_title: 'CloudFiles Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 228 reviews by the users' company size, role or industry to find out how CloudFiles works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 228 scale: '5' date_modified: '2026-08-09' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # CloudFiles Reviews **Vendor:** CloudFiles **Category:** [Document Management Software](https://www.g2.com/categories/document-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 228 ## About CloudFiles CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM. Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform. Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams. With CloudFiles, teams can: • Manage files and folders directly inside Salesforce and HubSpot • Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications • Extract and process data from documents using AI • Build secure datarooms and external document-sharing workflows • Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows • Configure CRM-native automations using flows, widgets, and custom actions CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot. CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models. Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation. ## CloudFiles Pros & Cons **What users like:** - Users appreciate the **ease of use** of CloudFiles, highlighting its simple setup and seamless file sharing experience. (18 reviews) - Users value the **efficient data storage** of CloudFiles, enjoying seamless access and smooth integration across multiple cloud services. (9 reviews) - Users appreciate the **easy access** to their files from anywhere with an internet connection, enhancing convenience and mobility. (9 reviews) - Users value the **security of their files** with CloudFiles, trusting it for safe and compliant storage solutions. (9 reviews) - Users appreciate the **easy and secure file sharing** capabilities of CloudFiles, ensuring reliable access from anywhere. (7 reviews) - Users love the **easy setup** of CloudFiles, enabling quick and hassle-free initial configuration for effective file management. (6 reviews) - Remote Access (6 reviews) - Reliability (5 reviews) - Seamless Integration (5 reviews) - Data Management (4 reviews) **What users dislike:** - Users frequently experience **slow loading times** with CloudFiles, impacting their efficiency and workflow significantly. (4 reviews) - Users feel that **limited customization** restricts their ability to organize files effectively for complex projects. (3 reviews) - Users find the **training required** for CloudFiles challenging, especially for new members navigating its many features. (3 reviews) - Integration Difficulty (2 reviews) - Users find the **internet dependence** of CloudFiles frustrating, as it hinders access to files without a stable connection. (2 reviews) - Users find the **limited free storage space** a downside, impacting their overall experience with CloudFiles. (2 reviews) - Users often experience **slow uploads** on CloudFiles, impacting their efficiency and overall experience with the service. (2 reviews) - Document (1 reviews) - Email Issues (1 reviews) - Users often mention the **slow upload speeds** of CloudFiles, especially for large files, impacting their overall experience. (1 reviews) ## CloudFiles Reviews ### 1. I use it as my regular cloud backup platform **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about CloudFiles?** It is easy to use and the interface is really convenient. I have used I-cloud as well but cloud files have better deals and pricing. **What do you dislike about CloudFiles?** Not much but sometimes when the server is down, I can't access my data and that frustrates me. Also I'm concerned about data privacy as well. Customer support is not so great **What problems is CloudFiles solving and how is that benefiting you?** It solves the problems of data access, automatic backups, and effortless collaboration.It provides ample storage space, strong security, and is user-friendly, with cost-effective options. ## CloudFiles Discussions - [Na](https://www.g2.com/discussions/cloudfiles-na) - 1 comment, 1 upvote - [Can I use this for self.](https://www.g2.com/discussions/can-i-use-this-for-self) - 2 comments, 1 upvote - [What was the challenges when you just started your journey](https://www.g2.com/discussions/what-was-the-challenges-when-you-just-started-your-journey) - 2 comments, 1 upvote - [upload our photos to the cloud file](https://www.g2.com/discussions/upload-our-photos-to-the-cloud-file) - 2 comments, 1 upvote - [How can we make cloud files more responsive according to our customers.](https://www.g2.com/discussions/how-can-we-make-cloud-files-more-responsive-according-to-our-customers) - 1 comment, 1 upvote - [View CloudFiles pricing details and edition comparison](https://www.g2.com/products/cloudfiles-cloudfiles/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+13%3A16%3A51+-0500&secure%5Bsession_id%5D=6e59c789-42b8-43bd-8034-ac4600c40d4f&secure%5Btoken%5D=6c95434055928c3497149c261ccf2a1866ead34db945618e0ac9637291a83752&format=llm_user) ## CloudFiles Integrations - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Dropbox Paper](https://www.g2.com/products/dropbox-paper/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Oracle Database](https://www.g2.com/products/oracle-database/reviews) ## CloudFiles Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation - Multi-Party Signing - Electronic Signature **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Additional Functionality** - AI Copilot - Generative AI - Search/Filter - Corrective and Preventive Actions (CAPA) - Document Lifecycle Management - Reminders - Reporting & Statistics - Customizable Templates - Compliance Management - For Medical Purposes - For Legal Professionals - Real-Time Notifications - Risk Assessment - Drag & Drop - Collaboration Tools - Workflow Management - Activity Dashboard - Quality Control - Archiving & Retention - Approval Process Control - Secure Data Storage - Mobile Access - Version Control - Task Management - Indexing - Alerts/Notifications - Activity Tracking - Disaster Recovery - Multiple Format Support - Change Management - File Management - File Sharing - Document Management - Document Automation - Third-Party Integrations - Access Controls/Permissions - Data Import/Export - Audit Trail - Role-Based Permissions - Audit Management - API - Rules-Based Workflow - Electronic Signature - Document Review - Full Text Search - Revision History - Real-Time Reporting - Forms Management - Document Generation - SSL Security - Content Management - Access Expiration Management - Optical Character Recognition - Document Classification - Metadata Extraction - Commenting/Notes - Document Editing - File Recovery - Offline Access - Annotations - Compliance Tracking - Email Management - Customizable Branding - Document Capture - File Conversion - Document Storage - Tagging - Automated Scheduling - Metadata Management - Document Templates - Autosave - For Engineering Documents - Training Management - Version Rollback - Digital Signature - Status Tracking - Version Comparison - Document Check-in/Check-out **Contract Management Platform Features** - Contract Creation - Customizable Templates - Contract Editing - Contract Attachments - Contract Collaboration - Approval Process - Notifications & Reminders - Contract Database - Integrations / APIs - Reporting & Dashboards - Government Contracts - Specialty Contracts - Alerts/Notifications - Third-Party Integrations **Functionality** - Diverse Extraction Points - Data Structuring - Consolidation - Data Cleaning - Cloud Extraction - Visualization - Data Extraction - Real-Time Data - Image Extraction - IP Address Extraction - Email Address Extraction - Metadata Extraction - Document Extraction - Phone Number Extraction - Auto Extraction - IP Address Extraction - Email Address Extraction - Image Extraction - Web Data Extraction **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Design** - Graphics - Templates - Themes **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Management** - Updates - Audit Trail - Integration **Collaboration** - Multi-User Collaboration - Real-Time Communication **Diverse Extraction Points** - Diverse Extraction Points **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Data Extraction** - Pattern Detection and Recognition - Text Classification - Data Classification - Voice Recognition - Optical Character Recognition **Additional Functionality** - Data Storage Management - Customizable Templates - Multiple Data Sources - Forecasting - Reminders - Multi-Language - Visual Discovery - Mobile Access - Rules-Based Workflow - API - Customizable Forms - Drag & Drop - Third-Party Integrations - Workflow Management - Data Mapping - Trend Analysis - Compliance Management - Data Connectors - Multi-Channel Distribution - Search/Filter - Data Transformation - Data Import/Export - Data Synchronization - Reporting/Analytics - Surveys & Feedback - Customizable Fields - Forms Management - Multi-Channel Data Collection - HIPAA Compliant - Metadata Management - Secure Data Storage - Generative AI - Access Controls/Permissions - Multi-Device Support - AI Copilot - Visual Analytics - Audience Targeting - Offline Response Collection - Data Capture and Transfer - Customizable Reports - Activity Dashboard - Dashboard Creation - Version Control - Query Builder - IP Rotation - AI/Machine Learning - Data Verification - Optical Character Recognition - Batch Processing - Data Aggregation and Publishing - Job Scheduling - Data Mining - Proxy Rotation - Geotargeting - Data Aggregation - JavaScript Rendering - HTML Parsing - Multiple File Format Support - Data Cleansing - Reporting & Statistics - Natural Language Processing - CAPTCHA Solving - Integration Management - Website Crawling - Scheduling - Bot Mitigation - User Management - Customization - Proactive Error Detection **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **File Types** - Export - Import - Web Publishing **Generative AI** - AI Text Generation - Generative AI **Data Validation** - Accuracy Checking **Agentic AI - Contract Management** - Autonomous Task Execution **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Additional Functionality** - Reporting/Analytics - Electronic Signature - Full Text Search - Data Import/Export - CRM - Audit Management - Digital Signature - Contract Drafting - Activity Tracking - Customizable Reports - Sell Side (Customers) - Task Management - Renewal Management - Annotations - Workflow Management - Data Extraction - Audit Trail - Contract Negotiation - Drag & Drop - Document Storage - Customizable Fields - AI Redlining - Version Control - Completion Tracking - Contact Management - Access Controls/Permissions - AI Copilot - Document Review - Customizable Branding - Configurable Workflow - Document Management - Compliance Tracking - Buy Side (Suppliers) - Payment Processing **Edit & Revise** - Revision History - Suggestion Mode - Document Editor **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Workflow Automation** - Natural Language Processing - Process Integration - Third-Party Integrations **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Integrate & Embed** - Calendar - Website - Applications **Document Management** - Search Functionality - Version Control - Full Text Search - Semantic Search - Contextual Search - Boolean Search **Agentic AI - Document Generation** - Autonomous Task Execution **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs - Email Management - Template Management - Mobile Access - Forms Management - Contact Management - Compliance Management - Workflow Management - Document Management - Contract/License Management - Renewal Management - Registration Management - Event Management - Marketing Management - Expiration Management - Offline Access - Video Management **Operating System** - PC Operating System - Mac Operating System - Linux Operating System **Machine Learning** - Custom Model Training **Additional Functionality** - File Sharing - Approval Process Control - Alerts/Notifications - Authentication - Data Security - Reminders - Reporting & Statistics - Access Controls/Permissions - Version Control - Single Sign On - Audit Trail - AI Copilot - Activity Dashboard - Encryption - Signature Capture - Document Conversion - Drag & Drop - Archiving & Retention - Team Collaboration - Generative AI - Status Tracking - Customizable Fields - Searchable Database - QR Codes - Two-Factor Authentication - Search/Filter - Multi-Location - Real-Time Data - Data Synchronization - Age Verification - Customer Database - Secure Data Storage - Waiver Kiosk - Data Import/Export - Photo Capture - Conditional Logic - Customizable Templates **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Natural Language Processing** - Sentiment Analysis - Text Analysis - Entity Analysis - Trend Analysis **Semantic Analysis** - Contextual Understanding **Agentic AI - Document Creation** - Proactive Assistance **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption **Additional Functionality** - Generative AI - Activity Dashboard - AI Copilot - Drag & Drop - Calendar Management - Reporting & Statistics - Customizable Forms - Forms Management - Alerts/Notifications - Role-Based Permissions - Phonetic Variation Detection - CRM - Email Management - Data Capture and Transfer - Access Controls/Permissions - Workflow Management - Electronic Forms - Abbreviation Detection - Web Forms - Multiple Data Sources - Mis-Keyed Variation Detection - Data Import/Export - Data Replication - Document Management - Data Extraction - Customizable Reports - Customizable Branding - Offline Access - Electronic Signature - Data Retrieval - Collaboration Tools - Barcode/Ticket Scanning - Email Address Extraction - Customizable Fields - Task Management - Audit Management - Image Capture - Configurable Workflow - API - Data Visualization - Customizable Templates - Conditional Logic - Audit Trail - Activity Tracking - Real-Time Updates - Summarization - Customer Experience Management - Tagging - Real-Time Analytics - Predictive Modeling - Data Analysis Tools - Filtering - Commenting/Notes - Categorization/Grouping - Data Verification - AI/Machine Learning - Visual Analytics - Customer Segmentation - Search/Filter - Data Cleansing - Topic Clustering - Multi-Language - Language Detection - Spam Detection - Predictive Analytics - Customer Profiles - Metadata Management ## Top CloudFiles Alternatives - [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) - 4.6/5.0 (561 reviews) - [Box](https://www.g2.com/products/box/reviews) - 4.2/5.0 (5,039 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,448 reviews)